If you want to determine a value for a publicly traded company such as GM, Ford, or McDonald’s, it’s easy. Quite simply, you multiply the number of outstanding shares by the current price to come up with a company’s market capitalization. With the Closely-Held Business, having no ready tradable market, finding value is a bit more complicated. In this lecture, you can find out how to obtain a value that is not only fair, but also presentable to the IRS for estate and gift tax reasons.
I. Understand the initial planning process when starting a valuation
II. Grasp the tax and estate planning ramifications of valuating a closely-held business
Bart Basi is a great presenter - reduces complex subjects to understandable sound bites.
I enjoy all his seminars
Fantastic. This seminar highlights the difference between a teacher and an attorney who may know the subject matter but does not communicate it in an engaging lecture.
Great speaker and good overview for a newbie
Dr. Basi was an excellent speaker & teacher. I learned much from him and would highly recommend his course.
Very well done.
Speaker was very interesting and engaging in his presentation.
Good summary of key points to know when valuing a closely-held business
Very good presentation.
Great class, very pertinent for the business lawyer.
I have become of fan of Dr. Basi after watching a few of his presentations.
Good overview, but a multi-part course would be interesting as well to get deeper into the subject.
This speaker always delivers a very good presentation.
Bart always does a great job.
The gentleman was the most effective, engaging, intelligent speaker.
Excellant speaker, very easy to understand, concise, conveyed a great deal of info in an hour
Very dynamic speaker.
I enjoyed this speaker's style and he covered a lot of ground on the fundamentals.
excellent content and presentation
Very well presented..
Best speaker yet! I loved the super short summary with all the takeaways at the end.
crystal clear presentation. Great voice, Obvious passion.
Fantastic presentation. A pleasure to listen to someone who undoubtedly and expertly knows the material being discussed.
Great overview. Engaging speaker.
Lot of information packed into one session.
One of the best I have taken from lawline.
I really liked Bart's speaking style & presentation !